U.S. auto asset-backed securities present an attractive yield opportunity for investors.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
European CLOs offer resilience and opportunity in 2026, driven by strong demand and supportive regulation – helping investors balance yield and stability.
Global issuance and regulatory alignment are unlocking scale and diversification in securitised credit, offering resilience and relative value for 2026.
Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.
John Lloyd shares why he believes multi-sector fixed income is poised for continued strong performance in his 2026 investment outlook.
John Kerschner discusses how macroeconomic themes are impacting securitized markets and where he sees opportunities in his 2026 outlook.
A discussion on equity and fixed income positioning during a period of AI-driven economic growth and Fed policy uncertainty.
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
A discussion on why active management is critical to navigating complexity in today’s fixed income markets.
While the subprime consumer is becoming strained and delinquencies in that segment are on the rise, ABS exposed to the prime consumer remain on solid footing.